Client Relationship Associate
Cercanomanagement
About this role
Cercano Management LLC is seeking a Private Client Relationship Associate to support ultra-high net worth clients with specialized wealth management operations and client service. This role involves coordinating account onboarding, portfolio transactions, and maintaining high-touch client relationships within a collaborative team environment.
Skills
About Cercanomanagement
wsba.orgThe Washington State Bar Association (WSBA) is the statewide bar that regulates and supports legal professionals in Washington while protecting the public interest. It handles licensing and admissions, lawyer discipline, and provides ethics guidance and practice resources. WSBA offers continuing legal education (CLE/MCLE), member benefits, a searchable legal directory, and programs to improve access to justice. Its website also publishes governance information, news, and online tools to help attorneys comply with rules and serve clients effectively.
About Cercanomanagement
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Cercanomanagement.
Salary
$90k – $110k
per year